# Faith Investor Services

Faith Investor Services is an Investment Adviser based in Dallas, United States.

## Overview

- **Organization type:** Investment Adviser
- **Headquarters:** Dallas, United States
- **Region:** North America
- **Address:** Dallas, TX, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** faithinvestorservices.com
- **LinkedIn:** https://www.linkedin.com/company/faith-investor-services

## Regulatory record

- **CRD number:** 313337
- **SEC file number:** 801-121223
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-18T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/313337

## About

Founded in 2021 and headquartered in Dallas, Faith Investor Services operates as a registered investment adviser providing portfolio management, financial planning, and wealth management to a client base that spans individuals, high-net-worth families, mutual funds, not-for-profits, and institutions. The firm entered the market with an explicitly values-driven mandate, constructing portfolios that screen for alignment with Christian faith principles while delivering conventional asset management services. The firm's strategy centers on blending standard asset allocation across equities, fixed income, and mutual fund structures with exclusionary and positive screening tied to biblical values. The portfolio construction process filters out companies involved in activities deemed inconsistent with Christian teaching — historically standard screens include abortion, pornography, and gambling — while seeking investments in firms that align with faith-based stewardship priorities. The firm serves both retail advisory clients and institutional or not-for-profit pools of capital from its Dallas base. Faith Investor Services is a relatively new entrant, having been established in 2021, and the firm has not publicly disclosed its total assets under management, professionals headcount, or additional office locations. No named portfolio companies or specific fund vehicles have been publicly confirmed through the firm's own communications. The structural differentiator for Faith Investor Services is its founding thesis: operating as an SEC-registered investment adviser with biblically responsible investing embedded at the core of its investment policy, rather than offered as a carve-out sleeve or a single niche fund. This positions the firm to capture demand from faith-driven allocators — particularly not-for-profits, churches, and HNW families — who seek fully integrated values alignment across their entire advised portfolio, though the firm's thin public footprint limits a fuller assessment of execution and scale.

## Questions

### Who founded Faith Investor Services and runs investment decisions?

The identity of Faith Investor Services' founder and key investment decision-makers has not been publicly disclosed through the firm's website, regulatory filings easily accessible online, or major financial press. The firm operates with a low public profile, and no named principals have been confirmed via primary sources as of the current record.

### How is Faith Investor Services regulated?

Faith Investor Services operates as a registered investment adviser (RIA) with the U.S. Securities and Exchange Commission. As an RIA, the firm has a fiduciary duty to its advisory clients and must file Form ADV disclosures detailing its business practices, fees, and conflicts of interest. The firm's Dallas headquarters places it under the SEC's jurisdiction with standard examination oversight.

### What types of investment vehicles does Faith Investor Services use?

Based on its disclosed client categories, the firm advises both separately managed accounts for individuals and families, and mutual funds for pooled-investment contexts. This dual approach allows it to customize portfolios for private wealth clients while also offering or advising packaged products that can reach a broader base of faith-driven investors through fund platforms.

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Last updated: 2026-08-11T02:43:31.692Z

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